Administrator or Junior Paraplanner

3 days ago

Rayleigh, United Kingdom celo.associates Full time

My client is a successful boutique financial adviser practice. It has an exciting opportunity for an experienced IFA administrator to work closely with the financial advisers as part of a friendly support team.

The role would suit someone happy to contribute in an administrative capacity or someone seeking to pursue a career in a paraplanning capacity, with exam support and training provided.

Responsibilities include:

- Providing administrative support to the Financial Advisers
- Gathering information and producing presentation reports
- Preparing client valuations, illustrations and suitability letters
- Arranging client meetings which will include direct client contact
- Organising refreshments for meetings
- Using Intelligent Office back-office system
- Handling confidential information and dealing with discretion at all times

The role requires
- An understanding of the financial planning process
- The ability to achieve agreed outcomes without supervision, prioritise and plan own workload
- Be detailed, accurate and articulate with excellent interpersonal skills, both written and verbal
- Good IT skills
- Ability to work independently and as part of a team

This is a full-time office-based role

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